Author
Topic: Filing paperwork (Read 7856 times)

I am trying to get the control of my papers. I have only a couple of providers and I have SOOO much paperwork. The company that trained me said that we don't need to keep the files that we can shred them since the provider has the originals. Once we have submitted and posted we don't need them. Is this true?

What is common practice? Do you file everything just like to providers office? That would require A LOT of flinging space? If you do file do you have a patient folder for each patient or do you just file by DOS? I have superbills/chart notes and EOB's and other insurance correspondance. What do I do with all of these? If I keep them how long do I keep them for? And how do i go back through to clear them out in order to not have them grow ridcously to where I need a storage just for files?

We keep papers on file. Often we need to go back and look at something. Also, I like to be able to go back to the provider and say "that's not what you gave me" when it is necessary, and unfortunately, it is necessary.

Over 70 providers - so - we file by provider, by date, and we break up eobs from claim info and patient info. Also, we break out Medicare & Medicaid eobs into different folders, since those are the ones we go back for most often. If we have a 'difficult' case, we may have a folder for a specific patient. But overall, not feasible for the size.

Pay_My_Claims

Over 70 providers - so - we file by provider, by date, and we break up eobs from claim info and patient info. Also, we break out Medicare & Medicaid eobs into different folders, since those are the ones we go back for most often. If we have a 'difficult' case, we may have a folder for a specific patient. But overall, not feasible for the size.

Does anyone use or though of using an electronic filing/storing system? Any suggestions on software companies? I was thinking that maybe we should convert them to electronic files and store them online...but I don't know if it is too cost prohibitive and/or to time consuming...was just thinking it would free up a lot of space and file cabinets.

Thoughts?

PS Michele, I don't mind you can slide me over a couple of those pain in the....ones too

So, going back to this Filing paperwork entry. We have over 100 providers so you can imagine the paperwork between faxes, emails, eobs etc. Everything I do is filed according to 'date posted' so when I close the books for the month every transaction done that month can be found within that set of papers. I put a coversheet on that clump of papers: Dr. Pain in the A closing report 12/1-31/09 income= $_____ Charges=$__________so that if I later need to go back and review a charge or EOB I can just retrieve that bulk from my file or labeled box...it's quick and easy. So I've never managed paperwork other than by posting date.Is there an easier way? I keep everything for 10 yrs, although I think 7 is the law. How do ya all do it? I'd appreciate any feedback.Bobbie

Logged

Pay_My_Claims

Basically the same. I file everything by the date posted per provider . Any documents I receive are date stamped and documented in the clients file so if i have to go back to it, it has the date to retrieve easily. I print off the AR for that provider for that month. It has posted charges, and posted payments, close out the month, and prepare for the next month.